TPG | Results Presentation Deck | 51 slides

TPG · 2022-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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51
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Problem
02
This is a press release summary slide.summarize
Open slide detailBeat · Problem
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Standard corporate disclosure slide.front_matter
04
This is a standard legal/financial disclaimer slide found in IPO-related investor presentations.other
05
front_matter
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Includes a disclaimer note at the bottom regarding pro forma financial measures.analyze_data
Open slide detailBeat · Financials
07
Includes both Actual and Pro Forma Non-GAAP measures, plus operating metrics.analyze_data
Open slide detailBeat · Financials
08
Includes a detailed footnote regarding pro forma adjustments.analyze_data
Open slide detailBeat · Financials
09
Includes pro forma adjustments for IPO/Reorganization.analyze_data
Open slide detailBeat · Financials
10
The slide contains a bar chart and two pie charts showing financial performance and composition.analyze_data
Open slide detailBeat · Financials
11
The slide uses donut charts to visualize the breakdown of performance allocations by platform (Capital, Growth, Impact, Real Estate, Market Solutions).analyze_data
Open slide detailBeat · Financials
12
Includes a waterfall chart showing the bridge between 4Q'21 and 1Q'22 performance allocations.analyze_data
Open slide detailBeat · Financials
13
Includes a note regarding pro forma financial measures on an adjusted basis.analyze_data
Open slide detailBeat · Financials
14
The slide provides a reconciliation-style view of balance sheet items, highlighting the impact of IPO and Reorganization activities.analyze_data
Open slide detailBeat · Financials
15
transition
Open slide detailBeat · Financials
16
The slide shows a 26% growth in both AUM and FAUM year-over-year.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
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The slide uses donut charts to visualize the distribution of AUM and FAUM across different duration buckets.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
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quantify_opportunity
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
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The slide presents two tables showing the reconciliation of AUM from beginning to end of period, detailing capital raised, realizations, and changes in investmeanalyze_data
Open slide detailBeat · Financials
20
The slide provides a detailed reconciliation of FAUM balances, including capital raised and changes in actively invested capital.analyze_data
Open slide detailBeat · Financials
21
The slide presents four distinct financial tables comparing performance across 1Q'21, 1Q'22, and LTM periods.analyze_data
Open slide detailBeat · SolutionLoop · So What Cascade
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appendix
Open slide detailBeat · SolutionLoop · So What Cascade
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The table breaks down performance allocations by fund/asset class (Capital, Growth, Impact, Real Estate, Market Solutions) and reconciles GAAP totals to Non-GAAanalyze_data
Open slide detailBeat · SolutionLoop · So What Cascade
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The slide provides a detailed breakdown of the numerator and denominator used to arrive at the EPS figures.analyze_data
Open slide detailBeat · SolutionLoop · So What Cascade
25
Includes share reconciliation and non-GAAP financial measures.analyze_data
Open slide detailBeat · SolutionLoop · So What Cascade
26
Data as of 3/31/22. Includes footnotes (1) through (15) referenced in headers and row labels.analyze_data
Open slide detailBeat · Solution
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Data as of 3/31/22. Includes footnotes references (1-15).analyze_data
Open slide detailBeat · Solution
28
The table includes footnotes references (1-18) and covers multiple asset platforms (Real Estate, Market Solutions).analyze_data
Open slide detailBeat · Solution
29
Standard legal/financial disclosure slide defining technical terms used in a private equity presentation.other
Open slide detailBeat · Solution
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Continuation of disclosure notes from a previous slide.summarize
Open slide detailBeat · Solution
31
Numbered list of disclosures (13-18) providing context for financial performance metrics presented elsewhere in the deck.appendix
Open slide detailBeat · Team
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Includes a note regarding the Reorganization in 1Q'22 affecting comparability.analyze_data
Open slide detailBeat · Team
33
The table includes footnotes references (1-9) in the rightmost column.analyze_data
Open slide detailBeat · Team
34
Includes detailed breakdown of revenues, expenses, investment income, and net income attribution.analyze_data
Open slide detailBeat · Team
35
The slide provides technical accounting disclosures for a corporate reorganization/IPO.appendix
Open slide detailBeat · Team
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Contains specific disclosures regarding TPG Partner Holdings units, RSU vesting schedules, and tax rate assumptions.appendix
Open slide detailBeat · Team
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Text-only appendix page with a single numbered footnote (item 9); no charts, tables, or graphics; numeric disclosures appear inline (78.1%, 100%, 25.6%, 74.4%).appendix
Open slide detailBeat · Team
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Includes a disclaimer note regarding comparability due to reorganization in 1Q'22.analyze_data
Open slide detailBeat · Team
39
Includes footnote references (1) through (6).analyze_data
Open slide detailBeat · Team
40
The table provides a breakdown of financial performance from 1Q'21 through 1Q'22, including an LTM column.analyze_data
Open slide detailBeat · Team
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This slide provides the technical accounting and structural context for financial adjustments related to a corporate reorganization.other
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The slide contains two distinct tables stacked vertically, both showing quarterly financial data from 1Q'21 to 1Q'22 LTM.analyze_data
44
The slide presents two side-by-side tables for assets and liabilities, detailing impacts of consolidated TPG funds, SPACs, other entities, and reclassificationsanalyze_data
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Includes footnotes references (1) through (9) indicating specific accounting adjustments.analyze_data
46
This slide provides the technical accounting footnotes for a pro forma balance sheet, detailing transfers, reclassifications, IPO proceeds, and share structuressummarize
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Page 47 of the TPG IPO presentation.appendix
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The table uses a standard accounting bridge format to reconcile non-GAAP figures to pro forma non-GAAP figures.analyze_data
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Standard financial disclosure slide defining non-GAAP measures and operational metrics.appendix
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establish_context